MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.67B
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,365
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.4M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.96M
5
AMZN icon
Amazon
AMZN
+$2.55M

Top Sells

1
+$9.93M
2
+$2.5M
3
+$2.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.06M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.01M

Sector Composition

1 Technology 15.84%
2 Financials 10.94%
3 Healthcare 8.93%
4 Consumer Discretionary 8.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$162K 0.01%
34,813
+4,334
352
$161K 0.01%
4,980
-100
353
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+715
354
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2,202
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356
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627
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1,301
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358
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613
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359
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360
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361
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4,457
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362
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+2,630
363
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289
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364
$142K 0.01%
918
-75
365
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4,358
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366
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5,488
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373
$123K 0.01%
928
374
$122K 0.01%
1,811
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$118K 0.01%
711
13 14
15
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